Hixson, TN Office
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Bellwether Investment Group, LLC
Team
Firm-wide stats for Bellwether Investment Group, LLC
About
Bellwether serves individual and high‑net‑worth clients as well as businesses, trusts and retirement plans, providing discretionary and non‑discretionary portfolio management, financial planning and retirement plan consulting. The firm reports about $155 million in assets under management across roughly 313 client relationships and generally charges advisory fees based on a percentage of assets under management.
The firm’s investment process combines fundamental and technical analysis and can include allocations to individual equities, ETFs, mutual funds, fixed income and unaffiliated independent managers; it also offers stand‑alone financial planning and implementation consulting. Bellwether discloses use of margin, option strategies, structured notes and Buffer ETFs when appropriate, participates in third‑party managed programs (including AMS sub‑advised programs) and uses reporting tools (Advyzon), and it has an AI policy governing use of AI in research and client reporting.
Several operational and business practices distinguish Bellwether from many peers: it maintains six offices, which is uncommon for a team of its size, and multiple representatives are licensed insurance agents who may receive commissions for insurance product sales (a disclosed conflict of interest). The adviser’s team includes professionals with a range of credentials and technical backgrounds (including CPA and CFP credentials), and the brochure provides specific disclosures on margin use, cash‑sweep handling, cybersecurity/privacy controls and related-party service arrangements.
Based on Bellwether Investment Group, LLC
Expertise
Based on Bellwether Investment Group, LLC
Occupation focus
Based on Bellwether Investment Group, LLC
Location
5502 Hixson Pike, Suite G
Hixson TN 37343
Advisors at this office
4
Advisors at this office
Charles T
Series 65
Hixson, TN
Bellwether Investment Group, LLC
Charles Trew is a financial advisor with Bellwether Investment Group, LLC, holding a Series 65 license and three years of industry experience. He is also the managing member of Trew Tax & Insurance LLC, providing tax preparation and insurance services, and manages Trew Income Tax & Bookkeeping Service. Additionally, he is a partner in C&T Investments Partnership LLC, which manages real estate. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a combination of fundamental and technical analysis in its investment approach and utilizes a range of investment vehicles including individual equities, ETFs, and independent managers.
Connie W
Series 63, Series 65
Hixson, TN
Bellwether Investment Group, LLC
Connie West is a financial advisor with Bellwether Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Bellwether since 2008. Bellwether Investment Group serves individuals, businesses, trusts, estates, and retirement plan sponsors with financial planning, portfolio management, and retirement plan consulting. The firm uses a range of investment strategies, including equities, bonds, independent managers, and managed programs, and is notable for its multi-office structure and use of leverage and structured strategies when appropriate.
Martin S
Series 63, Series 65
Hixson, TN
Bellwether Investment Group, LLC
Martin Summitt is a financial advisor with Bellwether Investment Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies, including equities, ETFs, bonds, independent managers, and managed programs, with tailored monitoring and rebalancing to meet client objectives.
John L
Series 63, Series 65
Hixson, TN
Bellwether Investment Group, LLC
John Lindsey is a financial advisor at Bellwether Investment Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and willingness to use leverage and structured strategies where appropriate.
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